J. Frank Associates, LLC (EIN 13-4072229) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $116.4M in plan assets and 678 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan | 001 | 232 | $90.4M |
| Joele Frank, Wilkinson Brimmer Katcher VIP Plan | 003 | 226 | $26.1M |
| J. Frank Associates, LLC Health and Welfare Plan | 501 | 220 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
13-4072229 is the Employer Identification Number (EIN) J. Frank Associates, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
